ETF and Mutual Fund Analysis

Holdings as of March 31, 2026 (ANWFX) and April 30, 2026 (EFA)

ETF and Mutual Fund Analysis

Overlap, Comparison, and Diversification for Your Portfolio

Home > Compare > ANWFX vs EFA Holdings as of March 31, 2026 (ANWFX) and April 30, 2026 (EFA)

ANWFX vs EFA: Portfolio Overlap

New Perspective Fund vs iShares MSCI EAFE ETF

22.7%
Weighted portfolio overlap
Moderate Overlap

Moderate Overlap. A recognisable amount of shared weight, common among funds drawing on the same large-cap pool. Much of it typically sits in the top conviction holdings.

ANWFX
276 equity holdings
as of March 31, 2026
EFA
705 equity holdings
as of April 30, 2026
104 stocks held in common
Overlap View Venn Diagram
22.7% OVERLAP ANWFX EFA
Overlapping Holdings
10 Top 10 of 104 shared, by overlap contribution
# Stock ANWFX EFA Overlap%
1
AstraZeneca PLC
 2.09% 1.36% 1.36%
2
ASML Holding NV
 1.07% 2.60% 1.07%
3
TotalEnergies SE
 1.20% 0.86% 0.86%
4
NESTLE' SA/AG
 0.78% 1.21% 0.78%
5
SCHNEIDER ELECTRIC SE
 0.67% 0.81% 0.67%
6
HITACHI LTD
 0.64% 0.68% 0.64%
7
Rolls-Royce Holdings PLC
 0.73% 0.63% 0.63%
8
AIRBUS SE
 0.80% 0.57% 0.57%
9
AIA Group Ltd
 0.81% 0.53% 0.53%
10
UNICREDIT SPA
 1.08% 0.50% 0.50%
Most Divergent Holdings Stocks held by one fund but absent from the other
Only in ANWFX — New Perspective Fund
StockWeight
Taiwan Semiconductor Manufacturing Co Ltd4.26%
META3.79%
NVDA3.10%
AVGO2.95%
MSFT2.70%
Only in EFA — iShares MSCI EAFE ETF
StockWeight
Novartis AG1.30%
COMMONWEALTH BANK OF AUSTRALIA0.98%
MITSUBISHI UFJ FINANCIAL GROUP INC0.94%
BHP Group Ltd0.93%
TOYOTA MOTOR CORP0.84%

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Frequently Asked Questions (FAQs)
What is the portfolio overlap between ANWFX and EFA?

ANWFX (New Perspective Fund) and EFA (iShares MSCI EAFE ETF) share 22.7% portfolio overlap as of ANWFX's March 31, 2026 filing and EFA's April 30, 2026 filing, across 104 common stocks. Overlap is the sum of the smaller weight of each shared stock, so it reads as the share of a dollar that lands on the same companies in both funds.

Do ANWFX and EFA invest in the same stocks?

Somewhat. The two funds share a meaningful set of stocks, though each also holds distinct positions the other does not.

What are the top stocks held by both ANWFX and EFA?

The most prominent shared holdings (by combined weight) are: AstraZeneca PLC, ASML Holding NV, TotalEnergies SE. See the full common-holdings table on this page for weights in each fund.

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